Client Relationship Manager — SME Advisory (Coventry)

Insite Finance is seeking a confident Practice Client Manager in Coventry to oversee key client relationships across SME portfolios. This is not a technical accounting role; the focus is client liaison, quarterly meetings and advisory conversations to ensure owners feel properly supported.

You’ll be the main point of contact for SME owners, coordinating meetings, following up actions and liaising with colleagues to keep work moving.

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